'It seems inevitable': A $254 million hedge fund manager warns that banking and fiscal crises are coming as reckless government spending gets out of hand -- but investors can avoid the pain by making these 5 moves

Contributing sentiments towards policy:

58% : Energy capacity isn't growing at the pace it should, he said, given that oil producers have few incentives to boost production given the industry's long-term outlook and the fact that renewable energy isn't widespread enough yet.
44% :US stocks got hit hard in August as spiking bond yields put the summer market rally on ice.

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